Windward Private Wealth Management Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Overland Park, KS
CIK
0001835866
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 47 260,841 BSV, VEA, VONG, VONV 13F-HR 10/31/2024 000122107324000095
Q2 2024 46 246,991 BSV, VEA, VONG, BIV 13F-HR 7/22/2024 000122107324000056
Q1 2024 47 244,667 BSV, VEA, VONG, VONV 13F-HR 5/6/2024 000122107324000036
Q4 2023 48 238,536 BSV, VEA, VONG, VONV 13F-HR 1/29/2024 000122107324000011
Q3 2023 47 221,044 BSV, VEA, VONG, BIV 13F-HR 11/6/2023 000122107323000079
Q2 2023 46 225,713 BSV, VEA, VONG, VMBS 13F-HR 7/20/2023 000122107323000053
Q1 2023 46 234,344 BSV, VEA, VONG, VMBS 13F-HR 4/24/2023 000122107323000032
Q4 2022 47 225,740 BSV, VEA, VONG, VONV 13F-HR 1/25/2023 000122107323000002
Q3 2022 48 207,729 BSV, VEA, VONG, VMBS 13F-HR 10/26/2022 000122107322000079
Q2 2022 45 217,618 BSV, VEA, BIV, VMBS 13F-HR 7/18/2022 000122107322000050
Q1 2022 46 242,158 BSV, VONG, VEA, BIV 13F-HR 5/10/2022 000122107322000038
Q4 2021 46 259,156 BSV, VONG, VEA, BIV 13F-HR 2/7/2022 000122107322000014
Q3 2021 45 245,843 BSV, VEA, VONG, BIV 13F-HR 10/29/2021 000122107321000106
Q2 2021 45 243,714 BSV, VEA, VONG, BIV 13F-HR 7/29/2021 000122107321000080
Q1 2021 45 225,346 BSV, VEA, VONG, VMBS 13F-HR 5/5/2021 000122107321000055
Q4 2020 43 214,056 BSV, VEA, VONG, VMBS 13F-HR 1/26/2021 000108514621000254